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Created by Maria Tivoli
Created on Jan 16, 2026

Separate permission to add Procedures to WOs

Currently anyone with the permissions to assign WO to others, enter labor and purchases on WOs, approve WOs, or close WOs has the permission to add procedures to work orders.

Our procedures are specific to PMs. We do not want to allow our staff the ability to add procedures. Ideally we only want supervisors/district admin the permission. However, our staff have the permission to add labor. So we are unable to achieve this. We would like adding procedures WOs to be a separate permission.

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